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What this page is: Delvantic's full research page for Jabil Inc. (JBL) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

Jabil Inc.

JBL NYSE
Technology · Electronic Components
Saint Petersburg, FL 33716, United States jabil.com Updated Aug 13, 1:36am
Price
$366.16
Market Cap
$38.4B
Employees
135,000
Beta
1.30
Avg Volume
1,109,648
Last Dividend
$0.32
CEO
Mr. Michael Dastoor

Jabil Inc. is a global manufacturing services and solutions company that provides engineering, production, and supply chain capabilities to customers across multiple industries. The company focuses on delivering comprehensive electronics design, manufacturing, and product management services, helping brands bring complex products to market efficiently and at scale. Jabil operates through segments such as Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce, serving areas including automotive, healthcare, renewables, cloud, data centers, communications, robotics, and warehouse automation. Its role in the market centers on acting as a strategic partner for leading technology and industrial companies, offering end-to-end solutions from design and prototyping through volume manufacturing and logistics. Headquartered in Saint Petersburg, Florida, and operating across numerous countries, Jabil plays a significant role in global supply chains by integrating engineering expertise with advanced manufacturing and broad geographic reach.

Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 13
No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Jul 27, 2026.
EPS surprise history — vs analyst consensus · 4 prints of vendor history
+7.2%
Mar '26
+2.3%
Mar '26
+1.3%
Jun '26
+9.7%
Jul '26
Print date EPS est. EPS actual Revenue est. Revenue actual
Jul 27, 2026 $1.54 $1.69 +9.7%
Jun 17, 2026 $3.12 $3.16 +1.3%
Mar 26, 2026 $2.18 $2.23 +2.3%
Mar 18, 2026 $2.51 $2.69 +7.2%

Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.

Recent SEC Filings
Filed Form Document
Aug 5, 2026 4 View
Jul 21, 2026 4 View
Jul 17, 2026 4 View
Jul 15, 2026 144 View
Jul 8, 2026 4 View
Jul 6, 2026 144 View
Jul 2, 2026 S-3ASR View
Jun 30, 2026 10-Q View
Jun 17, 2026 8-K View
May 26, 2026 SD View
May 4, 2026 4 View
Apr 30, 2026 144 View

Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.

Price Overview
Last updated: Aug 13, 2026 2:48pm (just now)
Current data · timestamped when a report runs
$373.17
Change · Aug 13
+7.01 (+1.91%)
Day Range
$365.06 – $376.91
52-Week Range
$189.60 – $428.93
50-Day MA
$344.54
200-Day MA
$284.50
Volume
30,380.00
Share Structure
Outstanding 104,824,302.00
Float 100,336,781.00
Free Float 95.7%
High free float — 95.7% of shares trade freely, ~4.3% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Aug 13, 2026 1:36am (13h ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 13, 2026 2:48pm (just now)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
61.85
Stock Price: $366.16
EPS (Diluted): 5.92
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
26.77
Stock Price: $366.16
Total Equity: $1.52B
Shares: 110,900,000
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
21.29
Market Cap: $38.37B
Total Debt: $2.89B
Cash: $1.93B
EBITDA: $1.86B
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$39.5B
Market Cap: $38.37B
Total Debt: $2.89B
Cash: $1.93B
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
8.9%
Gross Profit: $2.65B
Revenue: $29.80B
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
4.0%
Operating Income: $1.18B
Revenue: $29.80B
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
2.2%
Net Income: $657.00M
Revenue: $29.80B
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
43.3%
Net Income: $657.00M
Total Equity: $1.52B
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
35.3%
Operating Income: $1.18B
Tax Rate: 26.3%
Equity: $1.52B
Total Debt: $2.89B
Cash: $1.93B
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
1.00
Current Assets: $13.72B
Current Liabilities: $13.71B
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
1.90
Short-Term Debt: $499.00M
Long-Term Debt: $2.39B
Total Debt: $2.89B
Total Equity: $1.52B
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
$268.73
Revenue: $29.80B
Shares: 110,900,000
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$13.68
Total Equity: $1.52B
Shares: 110,900,000
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$10.57
Operating CF: $1.64B
CapEx: -$468.00M
Shares: 110,900,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
0.1%
Last Dividend: $0.32
Stock Price: $366.16
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
5.5%
Dividends Paid: -$36.00M
Net Income: $657.00M
Income Statement (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)
Metric 2021 2022 2023 2024 2025
Revenue $29.3B $33.5B $34.7B $28.9B $29.8B
Cost of Revenue $26.9B $30.8B $31.8B $26.2B $27.2B
Gross Profit $2.4B $2.6B $2.9B $2.7B $2.6B
Operating Expenses $1.3B $1.2B $1.3B $663.0M $1.5B
Operating Income $1.1B $1.4B $1.5B $2.0B $1.2B
Net Income $696.0M $996.0M $818.0M $1.4B $657.0M
EBITDA $1.9B $2.3B $2.5B $2.7B $1.9B
EPS $4.69 $7.06 $6.15 $11.34 $6.00
EPS (Diluted) $4.58 $6.90 $6.02 $11.17 $5.92
Balance Sheet (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $1.6B $1.5B $1.8B $2.2B $1.9B
Total Current Assets $10.9B $13.9B $14.7B $12.8B $13.7B
Total Assets $16.7B $19.7B $19.4B $17.4B $18.5B
Current Liabilities $10.7B $13.7B $12.7B $11.8B $13.7B
Long-Term Debt $2.9B $2.6B $2.9B $2.9B $2.4B
Total Liabilities $14.5B $17.3B $16.6B $15.6B $17.0B
Total Equity $2.1B $2.5B $2.9B $1.7B $1.5B
Retained Earnings $2.7B $3.6B $4.4B $5.8B $6.4B
Cash Flow (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $1.4B $1.7B $1.7B $1.7B $1.6B
Capital Expenditure -$1.2B -$1.4B -$1.0B -$784.0M -$468.0M
Free Cash Flow $274.0M $266.0M $704.0M $932.0M $1.2B
Acquisitions (net) -$50.0M -$18.0M -$29.0M -$90.0M -$392.0M
Net Debt Issued / (Repaid)
Dividends Paid -$50.0M -$48.0M -$45.0M -$42.0M -$36.0M
Stock Buybacks -$428.0M -$696.0M -$487.0M -$2.5B -$1.0B
Net Change in Cash $173.0M -$89.0M $326.0M $397.0M -$268.0M
Growth Trends (YoY %)
Last updated: Aug 13, 2026 2:48pm (just now)
Metric 2022 2023 2024 2025
Revenue Growth +14.3% +3.7% -16.8% +3.2%
Gross Profit Growth +11.6% +8.9% -6.7% -1.1%
Operating Income Growth +32.0% +10.3% +31.0% -41.3%
Net Income Growth +43.1% -17.9% +69.7% -52.7%
EBITDA Growth +20.0% +6.2% +10.1% -31.5%
Dividend History (Last 20)
Last updated: Aug 9, 2026 8:07pm (3d ago)
Date Dividend Declaration Record Payment
2026-05-15 $0.08
2026-02-17 $0.08
2025-11-17 $0.08
2025-08-15 $0.08
2025-05-15 $0.08
2025-02-18 $0.08
2024-11-15 $0.08
2024-08-15 $0.08
2024-05-14 $0.08
2024-02-14 $0.08
2023-11-14 $0.08
2023-08-14 $0.08
2023-05-12 $0.08
2023-02-14 $0.08
2022-11-14 $0.08
2022-08-12 $0.08
2022-05-13 $0.08
2022-02-14 $0.08
2021-11-12 $0.08
2021-08-12 $0.08
Insider Trading (Recent)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-07-18 Renno Rafael F-InKind 272.00 $301.01 $81,875
2026-07-17 Tyagarajan N. V. P-Purchase 500.00 $299.63 $149,815
2026-07-15 Schick Gary K. S-Sale 2.00 $330.00 $660
2026-07-15 Schick Gary K. S-Sale 66.00 $322.06 $21,256
2026-07-15 Schick Gary K. S-Sale 76.00 $325.81 $24,762
2026-07-15 Schick Gary K. S-Sale 89.00 $316.45 $28,164
2026-07-15 Schick Gary K. S-Sale 115.00 $315.05 $36,231
2026-07-15 Schick Gary K. S-Sale 135.00 $319.11 $43,080
2026-07-15 Schick Gary K. S-Sale 209.00 $317.88 $66,437
2026-07-15 Schick Gary K. S-Sale 232.00 $320.59 $74,377
2026-07-06 Crowley Matthew S-Sale 94.00 $345.00 $32,430
Industry Benchmarks
Compares JBL against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for JBL — it's generated by the pipeline (market-narrative step).
Claude Reading
Claude Opus reviews the pipeline's raw data + every prior verdict, then writes an independent take.
No AI findings yet for JBL — they're generated by the pipeline (ai-findings step) when a report is run on this ticker.
GPT Reading
GPT reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No GPT reading yet for JBL — it's generated by the pipeline (gpt-critique step) after the other Big-3 seats, when a report is run on this ticker.
Grok Reading
Grok (xAI) reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No Grok reading yet for JBL — it's generated by the pipeline (grok-critique step) alongside the other Big-3 seats, when a report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
A separate, manually-run forensic pipeline (dilution, earnings quality, liquidity → two scored lenses → the play). Hasn't been run for this ticker yet.
Community AI Feedback
No community reviews yet for JBL. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.530 · 761561a2 · 2026-08-12 19:06:35